+804.4%
AAOI vs EXC
+19.1%
+785.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +1.7% |
| 7D | -0.2% | -1.1% | +0.9% | -0.8% |
| 30D | -23.7% | -3.6% | -20.0% | -25.1% |
| 3M | -39.0% | -4.3% | -34.8% | -40.0% |
| 6M | -17.0% | -9.9% | -7.1% | -19.9% |
| YTD | +202.2% | +1.8% | +200.5% | +208.1% |
| 1Y | +292.4% | +2.9% | +289.5% | +305.8% |
| 3Y | +804.4% | +19.1% | +785.3% | +803.9% |
| All | +804.4% | +19.1% | +785.3% | +803.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EXC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling